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Livermore
Livermore
ZHEN

Signature Wealth Management Group

SEC CIK
0001736666
Latest filing
Apr 1, 2026

AXP holding history

American Express Co in every 13F filed by Signature Wealth Management Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q1 2026 holdings

Shares (Q1 2026)
3,122
Value
$944.3K
% of portfolio
0.4%
Quarters held
20
Since Q1 2021
Holdings of AXP by Signature Wealth Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20263,122$944.3K0.4%−4,733−60.3%ReducedHolders
Q4 20257,855$2.91M1.2%−861−9.9%ReducedHolders
Q3 20258,716$2.89M1.1%−79−0.9%ReducedHolders
Q2 20258,795$2.81M1.1%−107−1.2%ReducedHolders
Q1 20258,902$2.39M0.9%−85−0.9%ReducedHolders
Q4 20248,987$2.67M1.1%+202+2.3%AddedHolders
Q3 20248,785$2.38M1.0%+22+0.3%AddedHolders
Q2 20248,763$2.03M0.9%−224−2.5%ReducedHolders
Q1 20248,987$2.08M0.9%+88+1.0%AddedHolders
Q4 20238,899$1.67M0.8%–No prior filingHolders
Q3 2023––––Not filedHolders
Q2 20237,425$1.29M0.6%−175−2.3%ReducedHolders
Q1 20237,600$1.25M0.6%−3,814−33.4%ReducedHolders
Q4 202211,414$1.69M0.8%−1,927−14.4%ReducedHolders
Q3 202213,341$1.80M0.9%−269−2.0%ReducedHolders
Q2 202213,610$1.89M0.9%+574+4.4%AddedHolders
Q1 202213,036$2.44M1.1%−510−3.8%ReducedHolders
Q4 202113,546$2.22M1.1%+1,275+10.4%AddedHolders
Q3 202112,271$2.06M1.1%+1,480+13.7%AddedHolders
Q2 202110,791$1.78M1.0%+104+1.0%AddedHolders
Q1 202110,687$1.51M0.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.